Bob Ciasulli Auto Group 401(K) Plan — Form 5500 plan (Bob Ciasulli Auto Group, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bob Ciasulli Auto Group 401(K) Plan is a benefit plan reported by Bob Ciasulli Auto Group, Inc. under EIN 22-2973033 and plan number 001. The latest loaded filing year is 2023. The filing reports 470 participants and $16,867,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bob Ciasulli Auto Group, Inc.
- EIN
- 22-2973033
- Plan number
- 001
- Plan type
- 2
- Location
- Little Falls, NJ
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $16,867,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20241007142839NAL0015330225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,867,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,867,070
- Net assets (BOY)
- $14,054,042
Income & contributions
- Employer contributions
- $150,000
- Participant contributions
- $1,689,861
- Total contributions
- $1,845,598
- Total income / additions
- $4,322,810
Expenses & distributions
- Benefits paid
- $1,349,947
- Administrative expenses
- $95,055
- Total expenses
- $1,509,782
- Net increase / (decrease)
- $2,813,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,742 | $0 | 2023 |
| Lpl Financial LLC | ADVISOR | $32,912 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISOR | $5,511 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bob Ciasulli Auto Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Little Falls, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation